Software solutions

The 11 Best Healthcare CRM Software Solutions to Consider

The editors of Solutions Review have compiled the following list to highlight some of the best healthcare CRM software solutions that businesses can consider.

Healthcare organizations interact with countless people and systems, and managing all the data, processes, and relationships involved in these interactions is no simple task. These companies need a solution that can centralize, standardize, monitor and streamline the processes involved in patient relationship management. With that in mind, the editors of Solutions Review have created this list, which profiles some of the best healthcare CRM software for healthcare professionals to consider.

Our editors selected these healthcare CRM software solutions based on each vendor’s authority score, a meta-analysis of user sentiment via the web’s most trusted enterprise software review sites, and our exclusive five-point inclusion criteria.

The 11 Best Healthcare CRM Software Solutions to Consider

Zen office

The description: Zendesk provides customers with a CRM experience focused on customer service and sales needs. With Zendesk Sell, its sales CRM platform, users can access sales automation software, pipeline visualization and management tools, mobile access, and more. Health organizations can use Zendesk features to provide streamlined, personalized, and secure customer service that gives patients and employees the experience they deserve. Additional features will help users unlock 360-degree views of patients and integrate information from medical devices, EHRs, and appointment history so professionals can spend less time on menial tasks.

Selling power


The description: Salesforce offers one of the largest and most comprehensive CRM products. The platform includes the company’s sales and marketing applications, including Sales and Marketing Clouds, Service Cloud, Analytics Cloud, App Cloud, and IoT Service. Salesforce’s healthcare CRM solutions will help organizations unify data across providers, payers, medical technology, pharmaceuticals and the public sector. Some of its healthcare-specific features include automated processes, connected patient experiences, transparent value chains, proactive crisis management, and more.

Zoho CRM

The description: Zoho is a multinational company specializing in software development, cloud computing and web-based business tools. Its suite of CRM solutions includes journey orchestration, marketing automation, sales enablement, analytics and process management. Zoho CRM can be optimized for life sciences medical industries and provide medical sales representatives, healthcare organizations and other businesses in the medical and pharmaceutical industries with an omnichannel communication platform. Features include inventory management, mobile access, sales automation, 360-degree customer profiles, customizable user interfaces, and a suite of third-party extensions.


HubSpot CRM

The description: HubSpot comes up frequently in CRM integration discussions, as most vendors in the marketing world offer integrations with enterprise software. HubSpot is perhaps the most popular CRM for small businesses because its main features are available for free. Additional features, such as enterprise licenses, can be purchased as an add-on to the free commercial options. HubSpot Service Hub, the company’s customer service software, integrates with HubSpot CRM and can provide healthcare entities with conversational tools, help desk automation, customer feedback tracking, reporting, playbooks, customer portal, knowledge base features, custom surveys, and more.

Fresh sales

Fresh sales - logo

The description: freshworks provides enterprise software solutions designed to be ready to use “out of the box”. For example, the company’s CRM platform, Freshsales, is equipped with the tools businesses need to identify loyal customers, improve engagement, personalize the shopping experience, and unify customer data. Healthcare organizations can use Freshsales’ CRM capabilities to capture patient interactions, personalize billing processes, automate communications, set up sales sequences, increase productivity with smart workflows, generate reports, and more. .

Microsoft Dynamics 365

The description: Microsoft Dynamics 365 spans multiple technology categories and offers more than traditional customer relationship management functionality. The Dynamics 365 product suite provides solutions for life sciences, vendors, and payers. The capabilities of these healthcare-centric customers can be used to streamline care coordination, make data-driven decisions, personalize patient experiences, create development-based marketing campaigns, use chatbot assessments , automate online scheduling and securely connect people, data and processes to make unified patient profiles.


The description: Qualtrics is the creator of the Experience Management (XM) service category and works with organizations to improve and manage their customer, employee, product and brand experiences. The XM Platform suite provides solutions to help healthcare providers and payers manage and improve experiences. Organizations can use these solutions to meet regulatory requirements, improve patient experience, forecast needs, and streamline processes with call centers, telehealth, analytics, insurance management, and other tools.


The description: NetSuite, an Oracle property, specializes in cloud-based solutions including CRM, ERP and e-commerce. NetSuite’s cloud-based CRM updates in real time. Its cloud-based CRM tool updates in real time and provides standard features like SFA, customer service management, marketing automation, and more. Although best known for its healthcare ERP, NetSuite’s CRM offering can also help healthcare entities deliver memorable service, develop 360-degree customer views, streamline patient interactions and compiling data into a single repository.


The description: Insightly is a unified CRM platform designed to align sales, marketing, and project teams around a single view of their customer base. CRM includes workflow automation, lead routing, segmentation, campaigns, reporting, and messaging integration services to help marketers build meaningful relationships with current and future customers. Healthcare companies can use the Insightly suite of solutions to deliver unified patient experiences, drive higher revenue, streamline business processes, customize workflows based on user preferences, boost employee collaboration, and more.

CRM Maximizer

Maximizer CRM - logo

The description: Maximizer is a feature-rich CRM product highlighted by sales function capabilities as well as marketing automation, contact management, business intelligence, cloud-based data storage, deployment tools , customer service features and an associated mobile app. Some of the features that healthcare organizations can benefit from cover patient forecasting, 360 degree views of patients, case management, service metrics dashboards, dynamic list segmentation, time data real and the management of relations with patients,


The description: Creation is a global software company providing low-code CRM and process management platforms. Its CRM solution is divided into three products: Marketing, Sales and Service. The company also offers a suite of services for software implementation as well as support and training for its sales, marketing and customer service users. With Creatio’s low-code CRM for Pharmaceutical Industries, users will have access to features such as account management, segmentation, closed-loop marketing tools, automated scheduling, preconfigured charts, workforce management on field, sales automation, etc.

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Guillaume Jepma
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